Hi,

I wanted to ask, when you send emails to clients, how do you store what you send?

Do you print out a paper copy of each email and file it in a drawer with other client info?
Do you create a folder in your email app and drop the emails in there?
Is it something that you have well structured, or is it a messy business?

As I am busy building a business database to track all I need to know about our clients, this question is one that I would love to get some input on.

Thanks!

Hugh

We use Outlook for our email and then backup to Excel once a month so everything is in a database.

Make a folder of clients in Mail..then export that folder to the final CD/DVD for storage.

I use Daylite and it lets you link emails to contacts, which is SUPER useful. Every email I've sent and received to/from clients is tracked and is available in their contact info.

I use ShootQ. It tracks all of my contact history with clients from first contact to continuing conversations etc. I also receive copies of those e-mails in Apple Mail, which are sorted into a client folder and backed up via Time Machine.